The Daily Briefing That Unlocks Private Markets.

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Private Markets Digest connects the dots that matter across private equity, venture capital, private credit, and banking.

Microsoft Ireland Hub | Hormuz at 24 Ships | Drone Surge

Jun 30, 2026

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5 min read

Microsoft Ireland Hub | Hormuz at 24 Ships | Drone Surge

Microsoft generates $7 million in pretax profit per employee in Ireland under the first EU country-by-country disclosure. AeroVironment doubled revenue and jumped 21%.

Dio Pouerie, +1

JPMorgan Just Put $10 Billion of Its Own Capital Into Defense. The Merchant Bank Returned.

Jun 30, 2026

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5 min read

JPMorgan Just Put $10 Billion of Its Own Capital Into Defense. The Merchant Bank Returned.

Dimon committed $10 billion of JPMorgan's balance sheet to direct equity stakes in national security and critical industries, with $1.5 trillion in deals targeted through 2035. Comcast's split already has Netflix and Amazon named as potential NBCU buyers. Honeywell Aerospace spun off targeting 2x-to-4x production acceleration. And the semiconductor-Mag 7 correlation hit its lowest level since 2021.

Dio Pouerie, +1

SCOTUS Saves Fed | Comcast Splits | Yen 40-Year Low

Jun 29, 2026

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5 min read

SCOTUS Saves Fed | Comcast Splits | Yen 40-Year Low

The Supreme Court blocked Trump's Fed firing while authorizing removals at every other independent agency. Comcast announced a split of NBCUniversal from connectivity. The yen hit a 40-year low as the US and Japan aligned on currency action.

Dio Pouerie, +1

The Memory Crunch Just Bifurcated the Electronics Industry. Only Five Buyers Have Memory.

Jun 29, 2026

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5 min read

The Memory Crunch Just Bifurcated the Electronics Industry. Only Five Buyers Have Memory.

Mono Technologies saw 8 gigabytes of Micron DRAM rise from $35 to $300. GoPro warned it may go out of business. The BIS identified the AI boom as one of four global stability risks. Sovereign funds managing $29 trillion are pivoting to energy and raising dollar concerns. And Iran and the US agreed to stop Hormuz fighting Sunday with Doha talks Tuesday.

Dio Pouerie, +1

The First Data That Challenges the Six Walls.

Jun 28, 2026

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6 min read

The First Data That Challenges the Six Walls.

Last week named six walls closing the AI IPO buyer pool. This week's labor data, ISM Manufacturing, Warsh's speech, and Nike, Constellation, and General Mills earnings deliver the first real test of whether those walls hold.

Dio Pouerie, +1

The Week the AI IPO Window Hit Six Walls.

Jun 27, 2026

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6 min read

The Week the AI IPO Window Hit Six Walls.

OpenAI moved its IPO to 2027 to protect $1 trillion. The SEC moved private credit to enforcement. The yuan became sanctions evasion's settlement currency. Apple priced the memory crunch to consumers. Banks returned capital while private credit got capped. And Iran tested the Hormuz deal on day eleven.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Microsoft Ireland Hub | Hormuz at 24 Ships | Drone Surge

JPMorgan Just Put $10 Billion of Its Own Capital Into Defense. The Merchant Bank Returned.

SCOTUS Saves Fed | Comcast Splits | Yen 40-Year Low

The Memory Crunch Just Bifurcated the Electronics Industry. Only Five Buyers Have Memory.

The First Data That Challenges the Six Walls.

The Week the AI IPO Window Hit Six Walls.

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